Difference between revisions of "ProDon:Period Management"
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== Introduction == | == Introduction == |
Revision as of 15:50, 9 July 2018
Period Management |
CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.
WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.
Introduction
Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis & History". Moreover, these summaries can be used to produce reports and customized lists in relation to those specific periods.
Creating a Period
In the software main menu, first click on "Configuration", then click on " Periods".
The period management window will open, it is now possible to:
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A: Add, Edit/View or Remove periods. |
B: View the list of existing periods. |
By clicking on the button, the following window will appear:
Here is the error message that appears when the dates of a new period overlap the dates of an accounting period. |
View the Summaries by Period
In a Client File
A: Go in the "Summary" tab of any client file. |
B: View the client's transactions cumulative for each period. |
C: Is the lifetime total of all the client's transactions. |
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In "Analysis & History"
It is also possible to view a summary by period in "Analysis & History".
Use of a Period
In a Report
The created periods will also be available when you produce reports.
A: Select the report to be issued (e.g. a donation occasion results). |
B: Click on "Generate". |
In a Customized List
The periods can also be used in the customized client lists by donations criteria (dynamic and static lists).
Document name: ProDon:Period Management
Version : 4.6.5.6